Financial Reporting

Accurate financial statements are essential for running a business.

Financial statements are used by owners, management, lenders, investors and other parties having an important stake in the business to gain an understanding of a business including its condition, performance, needs and opportunities. 

Proper communication, trust and sound decision-making rely on accurate and timely financial statements.

RCS Advisors provides financial reporting services so that clients and those with whom they do business can have confidence and rely on the financial statements.

A few of the financial reporting services RCS Advisors offers include:

•   Accounting system set-up
•   Compilations
•   Financial statement audits (with an affiliate)
•   Financial statement preparation
•   Financial statements reviews
•   Forecasts and budgets
•   Projections and pro forma financial statements

RCS Advisors provides tax and financial reporting services for businesses, individuals and estates. 

Tax Services

RCS Advisors’ tax services include tax filing preparation and strategic tax planning.  As RCS Advisors prepares filings and performs strategic planning for future tax requirements, we identify opportunities within the laws to minimize taxes and improve our client’s financial situation. 

A few of the tax services RCS Advisors provides include:

•   Business tax filing preparation
•   Individual tax filing preparation
•   M&A tax structuring
•   Purchase price allocation to assets (M&A)
•   Representation before the IRS
•   State and multi-state tax planning
•   Tax-free real estate exchanges
•   Transaction tax analysis and planning      

Tax Services for Gifts and Estates               

RCS Advisors provides gift and estate advisory services helping clients minimize taxes, control and protect assets and businesses, and secure the future of loved ones.

RCS Advisors works closely with clients to gain a full understanding of their situation and priorities, and clearly identify objectives. Then RCS Advisors devises and helps put in place strategies allowing for an orderly and tax-efficient transfer of assets and securing the futures of a spouse, beneficiaries and a business.  

A few of RCS Advisors’ gift and estate tax services include:

•   Business succession planning
•   Charitable planning
•   Estate executor services
•   Estate tax planning
•   Executor services
•   Gift planning
•   Insurance and investment planning
•   Trustee Services
•   Trusts
•   Wills